Claro Advisors LLC Purchases in Q2 2025

Claro Advisors LLC

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.21K
+ 7.54%
$17.76 - $22.1 $39.2K - $48.8K
31.5K $696K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.27K
+ 37.97%
$58.41 - $72.69 $74.2K - $92.3K
4.62K $335K
DGRO
Ishares Core Dividend Growth E

ETFs
1.11K
+ 6.19%
$55.22 - $63.94 $61.5K - $71.2K
19.1K $1.22M
FDN
First Tr Fd Dow Jones

ETFs
49
+ 2.71%
$200.29 - $269.33 $9.81K - $13.2K
1.86K $500K
VIG
Vanguard Dividend Appreciation

ETFs
541
+ 27.45%
N/A
2.51K $457K
ICE
Intercontinental Exchange, Inc.

Financial Services
449
+ 31.4%
$151.62 - $183.47 $68.1K - $82.4K
1.88K $344K
TDIV
First Trust Nasdaq Technology

ETFs
257
+ 5.66%
$64.41 - $90.17 $16.6K - $23.2K
4.8K $432K
CLF
Cleveland Cliffs Inc.

Basic Materials
12.3K
New
$5.83 - $8.88 $71.9K - $110K
12.3K $93K
BALT
Innovator Etfs Tr
2.2K
+ 7.95%
$30.33 - $32.1 $66.6K - $70.5K
29.8K $955K
IEP
Icahn Enterprises L.P.

Industrials
10.5K
New
$7.81 - $9.75 $82.2K - $103K
10.5K $84K
SSO
Proshares Ultra S&P 500

ETFs
447
+ 17.19%
$64.8 - $97.72 $29K - $43.7K
3.05K $297K
XLU
Utilities Sector Spdr

ETFs
751
+ 11.12%
$73.09 - $82.77 $54.9K - $62.2K
7.51K $613K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
74
+ 1.27%
$57.46 - $75.58 $4.25K - $5.59K
5.9K $445K
SPMD
Spdr Portfolio

ETFs
887
+ 11.11%
$44.89 - $54.38 $39.8K - $48.2K
8.87K $482K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
103
+ 7.47%
$376.48 - $440.65 $38.8K - $45.4K
1.48K $653K
MNST
Monster Beverage Corp

Consumer Defensive
741
+ 12.01%
$55.01 - $64.24 $40.8K - $47.6K
6.91K $432K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
890
+ 56.22%
$99.37 - $134.05 $88.4K - $119K
2.47K $280K
NDAQ
Nasdaq, Inc.

Financial Services
208
+ 7.18%
$66.4 - $89.42 $13.8K - $18.6K
3.11K $277K
VXF
Vanguard Extended Market ETF

ETFs
150
+ 11.59%
$150.43 - $192.71 $22.6K - $28.9K
1.44K $278K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
562
+ 5.98%
$34.72 - $42.74 $19.5K - $24K
9.95K $425K
PNC
Pnc Financial Services Group, Inc.

Financial Services
180
+ 9.33%
$149.76 - $186.42 $27K - $33.6K
2.11K $393K
EPD
Enterprise Products Partners L.P.

Energy
4.44K
+ 15.78%
$28.95 - $34.22 $129K - $152K
32.6K $1.01M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
952
+ 7.47%
$50.52 - $50.92 $48.1K - $48.5K
13.7K $697K
BST
Black Rock Science & Technology Trust

Financial Services
99
+ 1.17%
$29.62 - $38.3 $2.93K - $3.79K
8.59K $328K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
450
+ 3.1%
$85.42 - $94.39 $38.4K - $42.5K
15K $1.41M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
625
+ 9.92%
$45.11 - $52.34 $28.2K - $32.7K
6.92K $362K
FXR
First Trust Industrials/Produc

ETFs
225
+ 4.62%
$60.85 - $74.22 $13.7K - $16.7K
5.1K $378K
ES
Eversource Energy

Utilities
347
+ 3.71%
$54.25 - $65.89 $18.8K - $22.9K
9.7K $617K
AZZ
Azz Inc

Industrials
1
+ 0.03%
$75.58 - $95.07 $75.6 - $95.1
3.37K $318K
FXO
First Tr Exchange Traded Fd Fi

ETFs
360
+ 6.65%
$45.9 - $56.06 $16.5K - $20.2K
5.77K $323K
NVS
Novartis Ag

Healthcare
91
+ 4.29%
$101.96 - $121.01 $9.28K - $11K
2.21K $267K
FXU
First Tr Exchange Traded Fd Ut

ETFs
418
+ 4.68%
$37.86 - $43.29 $15.8K - $18.1K
9.36K $396K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
248
+ 3.12%
$42.54 - $50.99 $10.5K - $12.6K
8.2K $417K
IJS
Ishares S&P Smallcap 600 Value

ETFs
87
+ 1.04%
$83.54 - $100.04 $7.27K - $8.7K
8.47K $842K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
2.55K
+ 7.13%
$17.17 - $19.9 $43.8K - $50.7K
38.3K $737K
AOM
Ishares Tr Core Moderate Alloc

ETFs
50
+ 0.79%
$41.55 - $46.04 $2.08K - $2.3K
6.35K $292K
IVE
Ishares S&P 500 Value ETF

ETFs
12
+ 0.43%
$168.34 - $195.42 $2.02K - $2.35K
2.81K $548K
JEPI
J P Morgan Exchange Traded Fd

ETFs
459
+ 0.7%
$51.14 - $57.0 $23.5K - $26.2K
66.4K $3.78M
Rocket Lab Corp
65.1K
New
N/A
65.1K $0
FDV
Federated Hermes ETF Tr U S St
2.23K
+ 13.02%
N/A
19.3K $0
Tidal Tr Ii
507
+ 3.95%
N/A
13.4K $0
Arm Holdings PLC
1.41K
New
N/A
1.41K $0
Chime Finl Inc
11.6K
New
N/A
11.6K $0
Capital Group New Geography
4.48K
+ 21.59%
N/A
25.2K $0
Blackrock ETF Trust Ii
2.14K
+ 51.67%
N/A
6.28K $0
Blackrock ETF Trust
115K
+ 727.55%
N/A
131K $0
YEAR
Ab Active Etfs Inc Ultra Short
4.8K
New
N/A
4.8K $0
Capital Group Core Balanced
40
+ 0.6%
N/A
6.68K $0
Graniteshares ETF Tr
6.57K
+ 51.45%
N/A
19.3K $0
Activity Summary
Buys All Purchases 113 New Holdings 27 Increased Positions 86 Sells All Sells 255 Reductions 255 Sold out 0 Options Calls 0 Puts 0
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